Meeting Information

The 21st Annual TMPAA Summit celebrated a return to in-person meetings with record attendance of 950 program business professionals that included many new members and added program capacity over the past two years. The meeting featured the results of the 2021 State of Program Business Study along with presentations on key issues and important industry trends impacting the program market segment.

GOLD SPONSORS

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Silver SPONSORS

A cloud unit of ValueMomentum, Inc.

Bronze SPONSORS

Registrations for the 21st Annual TMPAA Summit are currently up over 10% from the same time in 2019, which was our largest meeting to date. There has also been significant growth in Carrier, Service Provider and Program Administrator membership in the Association since the beginning of this year.

In order to harness the increased energy in program business with an in-person Summit, we are working closely with the Westin Kierland to design a meeting that allows us to gather in the safest manner possible and where individuals can feel free to take precautions that allow them to feel comfortable attending. The TMPAA intends to follow all CDC recommendations as well as the Marriott’s safe meeting guidelines (view Marriott's Commitment to Clean with extensive safety protocols the Westin Kierland has implemented for all its guests). The following additional steps have been taken to accomplish this goal.

Every attendee will be asked to sign a Safe Summit document at registration that will signify agreement and compliance with the TMPAA Summit meeting requirement that you have been vaccinated for the COVID-19 virus or have had a negative COVID-19 test within the last 48 hours, and will wear a mask if unvaccinated (per CDC guidelines). Your signature will also attest to the fact that you are not currently or have not within the past fourteen (14) days experienced any symptoms associated with COVID-19, which include fever, cough, and shortness of breath, among others. This document will be required to receive your name badge.

The TMPAA expects to have a facility on-site to provide voluntary, free COVID-19 testing to assist with compliance and any in-meeting testing that may be necessary.

You can also expect the following:

• All hotel staff will be masked
• Masks will be requested, and indicated on signage, in areas where distancing is not possible (general session, workshops and registration)
• Sunday evening early registration will be outside on the Northern Sky Terrace
• Monday morning registration utilizes additional indoor space
• Two outdoor networking spaces with tables have been created for attendees (name badges required)

Cooperation with all measures outlined above are designed to make this a safer meeting for you, your business partners, colleagues, and friends.

For additional questions about our Summit plans, please contact Ray Scotto.

Ray Scotto
TMPAA Executive Director
302-268-1010
This email address is being protected from spambots. You need JavaScript enabled to view it.

Carla Harris is a Vice Chairman, Managing Director and Senior Client Advisor at Morgan Stanley. She is responsible for increasing client connectivity and penetration to enhance revenue generation across the firm. She formerly headed the Emerging Manager Platform, the equity capital markets effort for the consumer and retail industries and was responsible for Equity Private Placements. In her 30 year career, Ms. Harris has had extensive industry experiences in the technology, media, retail, telecommunications, transportation, industrial, and healthcare sectors. In August 2013, Carla Harris was appointed by President Barack Obama to chair the National Women’s Business Council.

For more than a decade, Ms. Harris was a senior member of the equity syndicate desk and executed such transactions as initial public offerings for UPS, Martha Stewart Living Omnimedia, Ariba, Redback, the General Motors sub-IPO of Delphi Automotive, and the $3.2 Billion common stock transaction for Immunex Corporation, one of the largest biotechnology common stock transactions in U.S. history. Ms. Harris was named to Fortune Magazine’s list of “The 50 Most Powerful Black Executives in Corporate America”, Fortune’s Most Influential List, U. S. Bankers Top 25 Most Powerful Women in Finance (2009, 2010, 2011), Black Enterprise’s Top 75 Most Powerful Women in Business (2017), and “Top 75 African Americans on Wall Street”, and to Essence Magazine’s list of “The 50 Women Who are Shaping the World”, Ebony’s list of the Power 100 and “15 Corporate Women at the Top” and was named “Woman of the Year 2004” by the Harvard Black Men’s Forum and in 2011 by the Yale Black Men’s Forum.

Prior to joining Morgan Stanley, Carla received an MBA, Second Year Honors from Harvard Business School and an AB in economics from Harvard University, Magna Cum Laude. Carla has also received Honorary Doctorates of Laws, Humanities and Business from Marymount Manhattan College, Bloomfield College, Jacksonville University, Simmons College, the College of New Rochelle, St. Thomas Aquinas College and Fisk University, Wake Forest University and Felician University respectively. Carla Harris is actively involved in her community and heartily believes that “we are blessed so that we can be a blessing to someone else.”

She is the past Chair of the Board of the Morgan Stanley Foundation and of The Executive Leadership Council, and sits on the boards of Sponsors for Educational Opportunity (SEO), A Better Chance, Inc, and St. Vincent’s Hospitals, and is an active member of the St. Charles Gospelites of the St. Charles Borromeo Catholic Church and the Mark Howell Singers. She is a member of the board of overseers of Harvard University and of the board of directors of the Walmart Corporation. Ms. Harris was co-chair of the National Social Action Commission of Delta Sigma Theta Sorority, Incorporated. She has been named to the New Jersey Hall of Fame (2015) and has received the Bert King Award from the Harvard Business School African American Alumni Association, the 2005 Women’s Professional Achievement Award from Harvard University, the Pierre Toussaint Medallion from the Office of Black Ministry of the Archdiocese of New York, the Women of Power Award given by the National Urban League, the Women of Influence Award from The Links, Incorporated and many other awards. In her other life, Carla is a singer who has sold out concerts at the Apollo Theatre, and released her third gospel CD “Unceasing Praise” (2011) , her second CD, a gospel album titled, “Joy Is Waiting”, was featured on BET Nightly News while her first CD entitled, “Carla’s First Christmas”, was a bestseller on Amazon.com in New York and in record stores, and was featured on the CBS Evening News with Dan Rather in his “American Dream” segment. She has performed 5 sold out concerts at Carnegie Hall. Carla is also the author of the books, Strategize to Win (2014) and of Expect to Win (2009) (Hudson Press).

NOTE: This presentation from the Summit will not be available online.

Sponsored by:

TMPAA sponsorships identify your organization as a leader in the program arena. 

• • Create, develop, and enhance credibility – Sponsorship builds trust and establishes rapport with your partners and prospective partners. Sponsorship allows you to differentiate your business with a captive audience.
  • Highly targeted marketing investment – Attendees at the TMPAA Summit all have one thing in common, they are all dedicated to program business.
  • Leveraged lead generation – Leverage your enhanced positioning at TMPAA events with current partners and earn recommendations and introductions to their connections as well.
  • Extended exposure – Promotion before, during and after the event to the largest database of program business professionals in the insurance industry
  • Brand awareness – Logo placement increases brand awareness. Being recognized as a Summit sponsor communicates value and support among all TMPAA members and meeting attendees.

Platinum Sponsorship (Annual)

Starts at total annual fee of $50,000 and includes yearlong recognition to TMPAA members and prospects

• • Annual TMPAA membership fee
  • Meeting sponsorship at both events
  • 3 registrations for each meeting
  • 12 month feature in rotating logo banner throughout the TMPAA site

This email address is being protected from spambots. You need JavaScript enabled to view it. to discuss a Platinum Sponsorship for your company. 

Other Sponsorships (Event Specific)

You can select a gold, silver, or bronze standalone sponsorship package or select from the list of available items to sponsor on this page. 

The total dollar amount of the specific item(s) that you choose to sponsor designates the “level” of sponsorship.

• • Gold Level: selections totaling $12,000+
    (standalone Gold - no items below - includes 2 meeting registrations)
    
    
  • Silver Level: selections totaling $6,000+
    (standalone Silver - no items below - includes one meeting registration)
    
    
  • Bronze Level: selections totaling $3,000+ 

Sponsorship Benefits 

Click the chart below for a printable PDF

*Included with standalone sponsorship only. Selecting items totaling desired sponsor level does not include meeting registrations.

21st ANNUAL SUMMIT SPONSORSHIP OPPORTUNITIES

Meeting Publication Advertising

The program book and attendee list is combined into one publication distributed to all attendees. Following the meeting, the book will be posted on the TMPAA website (minus attendee contacts).

Specialty

Hotel Room & Meeting Padfolio

Business Meetings & Workshops

All sponsored meetings and workshops include branding on event-related signage, mention in Program Book and online agenda.

Networking Events 

All sponsored networking events include branding on event-related signage, mention in Program Book and online agenda.

TMPAA Charities Networking Golf Tournament 

Additional sponsorship opportunities may become available prior to the meeting. Please call (302) 268-1010 to discuss. Thank you.

Monday

2:30 PM

State of Program Business Study Presentation
Moderator: Chris Pesce, TMPAA President
Matt Sackett, DOXA Insurance Holdings, LLC
Stephen Leeret, Allied World Insurance Company
Ryan Armijo, Amwins Underwriting
Jim Blinn, Advisen, a Zywave Company

Dynamic fast paced presentation of major benchmarking areas explored in the 2021 State of Program Business Study. The presentation will be moderated by one of your program administrator peers with a panel of experts to comment on each of the benchmarked topics. Executive Summary of the 2021 State of Program Business Study will be made available at the presentation.

4:00-5:00 PM

INDUSTRY SPEAKER: VJ Dowling

TUESday

8:30 AM

GENERAL SESSION

The Pearls of Intentional Leadership
Carla Harris, Morgan Stanley 

Changes in technology, how people live and work, will require new innovations in the insurance industry developing products that allow business and industry to take risk.

Creating an environment for this innovation demands a very different type of leadership. Gone are the days of the autocratic type leadership style that has been characteristic of producer cultures. In producer cultures, like financial services, a person could ascend to a leadership seat because they were the best equity trader, the insurance broker with the highest sales numbers or an M&A banker with the most revenues by their name, without any thought as to whether they could motivate and inspire people to maximize their potential. Interestingly enough, however, we are in an environment where motivational, inspirational, inclusive leadership is what is required to attract and retain the best talent in the market today, to spur innovation, and to build client trust. This type of leadership does not just happen, you must be INTENTIONAL if you want to be a powerful, impactful, influential leader in today's challenging environment. The "pearls" of Intentional Leadership are: Authenticity, Building Trust, Creating Clarity, Creating Leaders, Diversity, Innovation, Inclusivity, and Voice.

Carla Harris will connect these important lessons to innovations that are happening in the Insurance Industry, explore how clients are now thinking about Risk, and discuss the type of leadership that will be needed to prosper.

2:00 PM

Maximizing Compensation, Tax Advantages and the Value of Your Business
Kelly Drouillard, Live Oak Bank
Matt Hazelett, RPS Signature Programs

The growth of your business is a journey. To reap the rewards, owners must understand effective ways to maximize compensation along the way and maximize the value of the business. Too often owners that are considering a sale or succession strategy do not have a comprehensive financial approach to managing the proceeds from a sale to retire of start another business venture. Workshop attendees can expect to learn strategies to:

• Maintain significant EBITDA for ideal valuation
• Maximize cash compensation
• Minimize taxes without long term commitments
• Key operational and financial metrics
• Retirement planning and wealth management post exit
• Preparing for perpetuation or exit with strong financial position

4:00 PM

State of Ransomware for Businesses and the Insurance Industry
John Colis, Euclid Program Managers
Robert Walker, Wilson Elser
Michael Kar, Wilson Elser

Companies large and small have been fighting a losing battle against ransomware for years. The COVID-19 pandemic and transition to remote work for enterprises across all industries, along with the introduction and accessibility of cryptocurrency, has proliferated the volume and damage of these attacks. This has resulted in widespread media coverage, increased government attention, a hardening of the cyber insurance market, and a race to protect businesses from ransomware. This workshop will provide a concise overview of:

• The state of insurance coverage for ransomware claims and their potential losses.
• The players involved, from the insured victim company to the broker, carrier, incident response team, and regulators.
• The anatomy of a ransomware cyber claim from breach to closure.
• Best practices to prevent and respond to network security compromises including ransomware.
  
  

WEDNESday

8:30 AM

GENERAL SESSION

Anatomy of a Fronted Program – How Program Administrators Can Leverage Expanding Fronting Options
Tom Gillingham, NFP
Brian Cohen, Arden Programs
Desmond Bohan, BMS Re
Jerome Breslin, Clear Blue Insurance Group
Lee Brenner, Swiss Re

Many program administrators have seen their capacity limited due to the hardening market conditions, through no fault of their own. Learn how you can take control of your program by forming your own reinsurance panel. In this highly interactive session, we will walk through each step of how you can create your own panel of reinsurers to support your specific program. The presentation will highlight key learning insights so you can understand the process and avoid potential pitfalls. Takeaways will include:

• Using a hybrid or fronted vs traditional carrier for your program – pros and cons
• Hybrid or fronted carriers are not all the same – how they work
• Understanding the economics of the carrier and the reinsurance companies
• What program administrators need to bring to the table
• How to manage the process through the collection and presentation of your program data

10:30 AM

Making the Most of Your Marketing Dollar: Where You Should Be Focusing Your Spend, and Why
Emily Hathcoat, Risk Placement Services, Inc.
Jim Flynn, ONEFIRE, Inc.
Rich Look, Vertibrands Marketing

In this session, participants will learn:

• Methods for measuring marketing ROI – what you should be measuring and why
• Most effective marketing channels for branding, demand generation and client engagement
• Best practices from IMCA Showcase Award winning campaigns

Mr. Dowling is a Managing Member of Dowling Capital Partners & IBNR LLC. In addition, he serves as Chairman of Dowling & Partners Securities LLC (D&P) and Dowling-Hales LLC.

Dowling started his career at A.J.B. Zunser & Co. in 1982 as a junior insurance stock analyst and joined Fox-Pitt Kelton, Ltd. in 1983. Dowling was admitted to the FPK partnership in 1986. He founded Dowling & Partners in 1990.

Dowling & Partners Securities is an institutional stock brokerage firm specializing in property/casualty (re)insurance, life (re)insurance, as well as title, mortgage, and financial guarantee (re)insurance. 

Dowling & Partners publishes the IBNR Weekly and the bi-weekly Hales Report.

Mr. Dowling is a graduate of Dartmouth College and Harvard Business School.

NOTE: VJ Dowling's presentation from the Summit will not be available online.